Virtual Business Partners has partnered with industry leaders in advice technology to provide an integrated solution for advice businesses who would otherwise incur significant capital expenditure to gain access to high-quality advice templates.
Specifically, you’ll be able to access market leader Captegra’s Boutique Advice Delivery Suite via VBP’s hosted XPLAN site.
The Advice Generator consists of 3 parts:
Dedicated Virtual Business Partners Specialist Staff (covered under our client services agreement)
IRESS XPLAN Licence supplied by Virtual Business Partners
Advice Generator Wizards and Strategy Library
Captegra’s Advice Generator is a customisable master toolkit of specially crafted advice templates, workflow wizards, strategy text and product text libraries, and help guides that can change your XPLAN experience. They simplify and accelerate the production of advice documents utilising the full range of XPLAN’s capability and reducing your workload.
✓ One Wizard for full advice, super-only advice, risk-only advice and a Record of Advice.
✓ Advice templates for full advice, super-only advice, risk-only advice and a Record of Advice.
✓ Advice Generator Strategy Library.
✓ Advice Generator Investment and Insurance Provider Library platform.
✓ Comprehensive help menu on how to use the Advice Generator.
Talk to your CSM now or